Salesforce, Inc.
CRM- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001108524
In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,493 institutions reported holding it in 13F filings for Q2 2026, worth $109.5B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and ValueAct Capital.
13F holders, Q1 2025
Institutional positions in Salesforce, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,955
- −96 vs. Q4 2024
- Shares held
- 780.5M
- +18.2M (+2.4%) vs. Q4 2024
- Total value
- $209.1B
- −$45.3B (−17.8%) vs. Q4 2024
- New holders
- 199
- 1,486 more added
- Sold out
- 295
- 993 more reduced
58 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $153.3B |
| Q4 2022 | 2,027 | $100.8B |
| Q3 2022 | 2,060 | $111.4B |
| Q2 2022 | 2,140 | $128.2B |
| Q1 2022 | 2,282 | $163.0B |
| Q4 2021 | 2,356 | $195.5B |
| Q3 2021 | 2,188 | $207.8B |
| Q2 2021 | 2,071 | $178.1B |
| Q1 2021 | 1,989 | $151.3B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legal Advantage Investments, Inc. | 5,471 | $1.47M | 0.79% | −25−0.5% | Reduced |
| Paragon Private Wealth Management, LLC | 5,464 | $1.47M | 0.68% | +202+3.8% | Added |
| Guerra Pan Advisors, LLC | 5,449 | $1.46M | 1.15% | −4−0.1% | Reduced |
| Thor Investment Management Inc | 5,444 | $1.46M | 1.07% | +211+4.0% | Added |
| Transcend Wealth Collective, LLC | 5,439 | $1.46M | 0.11% | −761−12.3% | Reduced |
| Prosperity Consulting Group, LLC | 5,434 | $1.46M | 0.11% | +130+2.5% | Added |
| Aspiriant, LLC | 5,432 | $1.46M | 0.05% | −1,153−17.5% | Reduced |
| Gemmer Asset Management LLC | 5,421 | $1.45M | 0.15% | +1,443+36.3% | Added |
| Princeton Capital Management LLC | 5,419 | $1.45M | 0.51% | +5,419 | New |
| Choate Investment Advisors | 5,414 | $1.45M | 0.04% | +72+1.3% | Added |
| Ballast, Inc. | 5,408 | $1.45M | 0.41% | +276+5.4% | Added |
| KRS Capital Management, LLC | 5,386 | $1.45M | 1.15% | +25+0.5% | Added |
| Aventura Private Wealth, LLC | 5,376 | $1.44M | 0.76% | +935+21.1% | Added |
| Drive Wealth Management, LLC | 5,360 | $1.44M | 0.34% | +2,823+111.3% | Added |
| HBK Sorce Advisory LLC | 5,360 | $1.44M | 0.04% | +548+11.4% | Added |
| Palacios Wealth Management, LLC | 5,346 | $1.43M | 1.32% | 00.0% | Unchanged |
| David Loasby | 5,621 | $1.43M | 0.14% | +169+3.1% | Added |
| Stonebrook Private Inc. | 5,342 | $1.43M | 0.37% | +133+2.6% | Added |
| Parcion Private Wealth LLC | 5,330 | $1.43M | 0.12% | −207−3.7% | Reduced |
| Acorn Financial Advisory Services Inc | 5,327 | $1.43M | 0.26% | −468−8.1% | Reduced |
| Catalyst Financial Partners LLC | 5,315 | $1.43M | 0.26% | +96+1.8% | Added |
| KG&L Capital Management,LLC | 5,312 | $1.43M | 0.46% | +1,924+56.8% | Added |
| Granite Investment Partners, LLC | 5,295 | $1.42M | 0.07% | +173+3.4% | Added |
| Fiduciary Family Office, LLC | 5,290 | $1.42M | 0.47% | +5,290 | New |
| Brown, Lisle/Cummings, Inc. | 5,287 | $1.42M | 0.41% | −41−0.8% | Reduced |
| Portside Wealth Group, LLC | 5,274 | $1.42M | 0.23% | +648+14.0% | Added |
| St. Clair Advisors, LLC | 5,274 | $1.42M | 0.40% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,273 | $1.42M | 0.19% | +992+23.2% | Added |
| Redwood Investment Management, LLC | 5,256 | $1.41M | 0.15% | +5,256 | New |
| Wealth Alliance Advisory Group, LLC | 5,254 | $1.41M | 0.29% | +730+16.1% | Added |
| RDA Financial Network | 5,241 | $1.41M | 0.42% | +553+11.8% | Added |
| Palumbo Wealth Management LLC | 5,231 | $1.40M | 0.47% | +1,286+32.6% | Added |
| Grant Private Wealth Management Inc | 5,214 | $1.40M | 1.51% | +1,592+44.0% | Added |
| CoreCap Advisors, LLC | 5,205 | $1.40M | 0.06% | +3,465+199.1% | Added |
| Rehmann Capital Advisory Group | 5,200 | $1.40M | 0.09% | −645−11.0% | Reduced |
| Square Wave Partners, L.P. | 5,191 | $1.39M | 1.49% | −16,247−75.8% | Reduced |
| Square Wave Capital, LLC | 5,191 | $1.39M | 1.49% | −16,247−75.8% | Reduced |
| Founders Financial Securities LLC | 5,226 | $1.39M | 0.12% | +977+23.0% | Added |
| Malaga Cove Capital, LLC | 5,166 | $1.39M | 0.60% | +1,629+46.1% | Added |
| Ashton Thomas Securities, LLC | 5,154 | $1.39M | 0.39% | −1,510−22.7% | Reduced |
| Geneva Capital Management LLC | 5,164 | $1.39M | 0.03% | −91−1.7% | Reduced |
| Quotient Wealth Partners, LLC | 5,137 | $1.38M | 0.04% | +312+6.5% | Added |
| Elyxium Wealth, LLC | 5,136 | $1.38M | 0.61% | +5,136 | New |
| Coastwise Capital Group, LLC | 5,130 | $1.38M | 1.16% | −217−4.1% | Reduced |
| Cunning Capital Partners, LP | 5,121 | $1.37M | 0.88% | −29−0.6% | Reduced |
| Ayrshire Capital Management LLC | 5,120 | $1.37M | 0.66% | +106+2.1% | Added |
| Amitell Capital Pte Ltd | 5,118 | $1.37M | 1.06% | +5,118 | New |
| Birchbrook, Inc. | 5,112 | $1.37M | 0.77% | −105−2.0% | Reduced |
| Ironwood Investment Management LLC | 5,109 | $1.37M | 0.75% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,103 | $1.37M | 0.12% | +392+8.3% | Added |
| Orion Capital Management LLC | 5,073 | $1.36M | 0.57% | +260+5.4% | Added |
| Hillsdale Investment Management Inc. | 5,069 | $1.36M | 0.07% | +220+4.5% | Added |
| Argent Advisors, Inc. | 5,069 | $1.36M | 0.46% | +295+6.2% | Added |
| MONECO Advisors, LLC | 5,067 | $1.36M | 0.14% | +504+11.0% | Added |
| Alta Wealth Advisors LLC | 5,061 | $1.36M | 0.62% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 5,059 | $1.36M | 0.12% | −106−2.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 5,038 | $1.35M | 0.58% | −17−0.3% | Reduced |
| Moore Capital Management, LP | 5,030 | $1.35M | 0.05% | −58,281−92.1% | Reduced |
| Fjell Capital, LLC | 5,018 | $1.35M | 1.37% | +286+6.0% | Added |
| Confluence Wealth Services, Inc. | 5,373 | $1.35M | 0.08% | +3,227+150.4% | Added |
| Chemistry Wealth Management LLC | 5,011 | $1.34M | 0.31% | −44−0.9% | Reduced |
| Sapient Capital LLC | 5,009 | $1.34M | 0.03% | −172−3.3% | Reduced |
| CastleKnight Management LP | 5,000 | $1.34M | 0.14% | +2,600+108.3% | Added |
| Union Square Park Capital Management, LLC | 5,000 | $1.34M | 1.48% | +5,000 | New |
| One Madison Group LLC | 5,000 | $1.34M | 0.18% | +5,000 | New |
| Moody Lynn & Lieberson, LLC | 4,996 | $1.34M | 0.09% | −10−0.2% | Reduced |
| Alta Advisers Ltd | 4,970 | $1.33M | 0.57% | +1,800+56.8% | Added |
| Cypress Capital Group | 4,966 | $1.33M | 0.17% | −50−1.0% | Reduced |
| Journey Strategic Wealth LLC | 4,948 | $1.33M | 0.05% | +1,270+34.5% | Added |
| Simon Quick Advisors, LLC | 4,941 | $1.33M | 0.08% | +715+16.9% | Added |
| Pictet Bank & Trust Ltd | 4,932 | $1.32M | 1.62% | −180−3.5% | Reduced |
| Viawealth, LLC | 4,930 | $1.32M | 0.82% | −181−3.5% | Reduced |
| Keystone Investors Pte Ltd | 4,929 | $1.32M | 0.19% | −126,429−96.2% | Reduced |
| Invera Wealth Advisors, LLC | 4,921 | $1.32M | 0.85% | −713−12.7% | Reduced |
| Navellier & Associates Inc | 4,830 | $1.32M | 0.18% | −18−0.4% | Reduced |
| Essex Savings Bank | 4,879 | $1.31M | 0.32% | +304+6.6% | Added |
| Financial Engines Advisors L.L.C. | 4,848 | $1.30M | 0.00% | −408−7.8% | Reduced |
| bLong Financial, LLC | 4,824 | $1.29M | 1.15% | 00.0% | Unchanged |
| CNB Bank | 4,808 | $1.29M | 0.65% | +107+2.3% | Added |
| HM Payson & Co | 4,793 | $1.29M | 0.02% | +155+3.3% | Added |
| Teamwork Financial Advisors, LLC | 4,790 | $1.29M | 0.18% | +3,582+296.5% | Added |
| BOK Financial Private Wealth, Inc. | 4,790 | $1.29M | 0.10% | −131−2.7% | Reduced |
| Argus Investors' Counsel, Inc. | 4,783 | $1.28M | 0.98% | +71+1.5% | Added |
| Capital Performance Advisors LLP | 4,774 | $1.28M | 0.28% | +2,786+140.1% | Added |
| Dohj, LLC | 4,761 | $1.28M | 0.29% | −681−12.5% | Reduced |
| Options Solutions, LLC | 4,755 | $1.28M | 0.61% | −45−0.9% | Reduced |
| Gallagher Capital Advisors, LLC | 4,753 | $1.28M | 0.97% | +106+2.3% | Added |
| Castle Rock Wealth Management, LLC | 4,722 | $1.27M | 0.34% | −543−10.3% | Reduced |
| Guardian Wealth Advisors, LLC | 4,737 | $1.27M | 0.10% | +73+1.6% | Added |
| 626 Financial, LLC | 4,736 | $1.27M | 0.65% | +2,651+127.1% | Added |
| GPS Wealth Strategies Group, LLC | 4,726 | $1.27M | 0.17% | −312−6.2% | Reduced |
| Valley Brook Capital Group | 4,709 | $1.26M | 0.99% | −25−0.5% | Reduced |
| Morangie Management LLC | 4,706 | $1.26M | 1.24% | −828−15.0% | Reduced |
| Westside Investment Management, Inc. | 4,697 | $1.26M | 0.27% | −100−2.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,700 | $1.26M | 0.07% | −467−9.0% | Reduced |
| Carmel Capital Partners, LLC | 4,697 | $1.26M | 0.50% | +262+5.9% | Added |
| VELA Investment Management, LLC | 4,692 | $1.26M | 0.43% | −36−0.8% | Reduced |
| Dearborn Partners LLC | 4,691 | $1.26M | 0.06% | −112−2.3% | Reduced |
| Allred Capital Management, LLC | 4,681 | $1.26M | 0.50% | +287+6.5% | Added |
| Country Club Bank | 4,648 | $1.25M | 0.08% | +33+0.7% | Added |